Anna MacIas Email
Wealth Advisor @ Investment Planning Counsel
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Anna MacIas Location
- Ottawa, ON, CA
Anna MacIas Work
- 2014 -now Wealth Advisor @
- 2010 -2013 Associate Investment Advisor @
- 2007 -2010 Associate Investment Advisor @
- 2004 -2007 Client Services Manager @ IPC Investment Corporation - IP Strategies
- 2000 -2004 Conference Coordinator @
Anna MacIas Education
- Algonquin College of Applied Arts and Technology
Business Administration (Finance)
2000-2004
Anna MacIas Skills
- Insurance
- Certified Financial Planner
- Investment Management
- Investments
- Wealth Management
- Management
- Investment Strategies
- Strategy
- Finance
- Wealth
- Portfolio Management
- High Net Worth Individuals
- Retirement Planning
- Financial Planning
- Financial Services
- Mutual Funds
- Wealth Management Services
- Financial Advisory
- Retirement
Anna MacIas Summary
- Anna MacIas, based in Ottawa, ON, CA, is currently a Wealth Advisor at Investment Planning Counsel. Anna MacIas brings experience from previous roles at Canaccord Genuity Wealth Management - IP Strategies, Raymond James Financial Inc. - IP Strategies, IPC Investment Corporation - IP Strategies and ACT Conferencing, a PGi Company. Anna MacIas holds a 2000 - 2004 Business Administration in Finance @ Algonquin College of Applied Arts and Technology. With a robust skill set that includes Insurance, Certified Financial Planner, Investment Management, Investments, Wealth Management and more. Anna MacIas has 2 emails on RocketReach.
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Others Named Anna MacIas
Anna MacIas
Wealth Advisor
Ottawa, ON, CA
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